Services We Offer

 Life Insurance​ -    Risk Management

Life Insurance Family Protection

Individual:​

• Term Insurance
• Permanent Insurance
• Term-100
• Universal Life 
• Whole Life Participating
• Simplified Issue | Final Expense
• Critical Life
• Disability Insurance
• Long Term Care
• Family Benefits [​Health & Dental Plan]
• Travel Insurance
• Super-Visa Insurance​

​Business:

• Key Person Insurance
• Criss-Cross & Buy/Sell Agreement
• Critical / Disability are available options for business as well
• Group Benefits

 Investment Planning   -   Track Your Holdings

Investment Holdings

Kids: 

• Registered Education Savings Plan [RESP]
• Whole Life Participating Policy​
• Universal ART Policy​

Adults:

•  Segregated Funds & Guaranteed Investment Funds [GIFs] 
  • ​Registered Retirement Savings Plan [RRSP]
  • Tax free Savings Account [TFSA]
  • Non-Registered Accounts

Retirement Strategies  - ​     Unearth Your Retirement

Retirment Planning

Adults:

• Registered Retirement Income Fund [RRIF]
• Locked in Retirement Account [LIRA]
• Life Income Fund [LIF]